Morgan Stanley Smith Barney
Morgan Stanley Smith Barney Interview Questions & Reviews
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Asset Management Interview (Neutral Experience)
I applied through college or university and interviewed at Morgan Stanley Smith Barney.
Interview Details – First of all, Excel test regarding corporate finance. How to calculate return of investment, annual payments, and duration. Second, on-site interview. Basically, go through your resume and ask questions involving your relevant work experience.
Interview Question – No difficult quesitons Answer Question
Client Service Associate Interview (Neutral Experience; Average Interview)
I applied online and the process took 3 months - interviewed at Morgan Stanley Smith Barney in February 2014.
Interview Details – Applied in October and received a call from a recruiter in February. Quick conversation to confirm interest in the position and schedule a phone interview for the following week.
Interview Question – Basic screening questions. Are you currently working/tell me about your current responsibilties/why are you looking for a new opportunity? Why do you think you're a good fit for this company/position? She offered a brief overview of the position. I wouldn't say this was an unexpected question but she asked what I knew about the company. Final question was in regards to salary. She asked about my current salary and what sort of pay range I was expecting from this position. View Answer
Associate Financial Advisor Interview (Positive Experience; Average Interview)
I applied through an employee referral and the process took a day - interviewed at Morgan Stanley Smith Barney in March 2013.
Interview Details – Short process with impromptu meeting. Unscripted questions and conversational format. My appointment was confirmed by the person who referred me. There was no prescreening process.
Interview Question – There were no unexpected questions. We reviewed my background and skills at current and previous jobs. Answer Question
Financial Advisor Trainee Interview (Neutral Experience; Difficult Interview)
I applied online and the process took 3 months - interviewed at Morgan Stanley Smith Barney.
Interview Details – Very long interview process. I started with apply for the position on their website. About a month later I was contacted to complete the online testing. Part of the texting related to the series examinations to conclude if you would have the ability to pass the licensing. The other portion was more along the lines of personality and skills testing.
I followed up with several people to hear nothing back. About a month later, I was contacted by the Branch Manager, who wanted to speak with me on the phone. It was an interview over the phone. Basically selling myself, showing confidence. Meanwhile he discussed my testing results. I was then invited to an in-person interview. I was required to bring a business plan.
I went to the first in-person interview. This was very high stress. It lasted about an hour and ended with him setting a timer for about 2 minutes and told me to sell myself on why I should be hired for this position and what do I have versus the competition. After the interview concluded I was then invited to another interview at a larger office.
During the interview I was informed that the first few years could be working on average 80 hours a week. He stated when he would leave the office, I would be expected to stay. After giving the position some thought, I declined the interview. Working 80 hours per week would be extremely difficult for myself at this point in my life.
Interview Question – You will be dealing with many clients who are older than you. Treat me like one of those clients and explain to me what kind of life experiences you have that would allow me to trust in you to invest my life time savings. Answer Question
Wealth Managemnt Intern Interview (Positive Experience; Average Interview)
I applied through college or university and the process took 1 week - interviewed at Morgan Stanley Smith Barney.
Interview Details – Applied through school website. Got an interview invitation from HR within a week. The interviewer was friendly and questions were very general.
Interview Question – Why are you interested in wealth management? Answer Question
Service Associate Interview (Neutral Experience; Average Interview)
I applied online and the process took 3 weeks - interviewed at Morgan Stanley Smith Barney.
Interview Details – I was contacted via phone directly by the hiring manager following my online application. An interview was set up in the following two weeks. Once I arrived, I sat down directly with the manager overseeing the position I was interviewing for. He was very intrigued about my past and jobs I'd held previously, and did not spend much time overviewing the job itself. after about 15 minutes, the interview concluded, and asked if I was interested in talking to two other managers. The next manager I spoke to held the same title as the first manager, but worked in a different location within the metropolitan area. The conversation flowed much easier. Questions about my strengths and weaknesses, hypothetical client interaction questions, and other typical interview points were covered. By the end of the 15, 20 minutes spent with this manager, and personally discussing traffic routes and the city, i was introduced to yet another manager, of whom presided as supervisor over both of the managers I had already spoken to.
This conversation was shorter, but flowed much easier than the previous two conversations. I was promised an answer on whether or not they wanted to bring me on board the following monday. Today is now Friday of that Monday, and I have not heard a word back, and have left voicemails with all three managers, as there was not a particular manager who was specified I should contact.
Interview Question – Describing your own biggest weakness is always a challenge for me. Most people try to stay positive, and focus on their strengths in order to overcome their weaknesses. Answer Question
Consultant Interview (Positive Experience; Easy Interview)
I applied in-person and the process took a day - interviewed at Morgan Stanley Smith Barney in January 2013.
Interview Details – Called for interview and met with two people working within the department. The conversation was kept very casual.
Interview Question – Typical questions. Nothing out of the ordinary. Answer Question
FAA Interview (Positive Experience; Average Interview)
I applied online and the process took 4+ weeks - interviewed at Morgan Stanley Smith Barney in March 2013.
Interview Details – Applied online. I was contacted by a recruiter and had phone interview. I then completed online assessment. Met with Branch Manager and then another meeting with the regional director.
After recieving no offer I was informed that I was qualified and they wanted me but there was only 3 spots available. 1 was taken by a guy the branch manager recruited and the other two were filled by other branches. The candidates already had a book of business they were bringing to the table. I was told that in the next round I will be considered if I was still interested.
Everybody was very professional and nice. Good experience overall.
Interview Question – Pretty standard. Very relaxed. Answer Question
Operation Analyst Interview (Neutral Experience; Easy Interview)
I applied through a staffing agency and the process took a day - interviewed at Morgan Stanley Smith Barney in October 2012.
Interview Details – Agent contact me first and take the interview in new york city office. interviewed with two managers approximately 1 hour. no technical question, few behavior questions and general job introduction. people are very nice. since it is a contract position, the term can't be decided. should be 6 months or 1 year, really depends on. there is opportunity to transfer to full time employee, but it will depends on your performance.
Interview Question – need to be familiar with access and has good knowledge on excel; attention to detail Answer Question
Financial Advisor Trainee Interview (Positive Experience; Difficult Interview)
I applied through college or university and the process took 8 months - interviewed at Morgan Stanley Smith Barney in June 2009.
Interview Details – The position was for financial advisor associate. It was an 8 interview process, with advisors and branch/regional managers. Also, required an in-depth write-up of your financial approaches/ideas/iniatives that would allow for success in the industry.
Interview Question – What is your single biggest weakness? Answer Question
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